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Whether you are a young executive just starting to formulate a retirement strategy, approaching retirement age, or making the long-awaited transition into retirement, a trusted team of financial advisors can provide experienced and objective guidance to help keep your plans on track. This eBook offers insights on how executives and business owners should approach each stage of their retirement journey.

Define your legacy Leaving a business you built from the ground up or played a significant role in shaping is never easy. You want to know that the legacy you created will be protected and outlast your time with the company. That’s why succession planning and continuity planning are so important. With a written plan in place, you can feel confident your vision, goals, priorities, and values will be respected and continued for years to come. At Granite Harbor, we recommend business owners begin continuity and succession planning as soon as their business comes into existence. We also help business owners create and modify plans as needed, offering guidance to protect personal finances as well as the financial health of the business. That’s also why we created this eBook, to highlight some of the most pressing issues facing business owners in the succession planning process. You’ll find insights on how to approach a variety of scenarios and what to consider at each stage. By identifying your goals and the financial strategies to achieve them, you can develop continuity and succession plans that define your legacy and position your company for long-term success.

Preparing for life’s significant triumphs, transitions and setbacks. As a business owner or executive, you recognize the value of hard work and have achieved success through persistence and determination. You also understand that goals are best accomplished using a team of professionals collaborating to bring fresh ideas, innovations and perspectives. When it comes to wealth planning, it’s vital to take the same collaborative approach with trusted advisors to build upon a solid foundation and achieve maximum potential. A fiduciary-level team of advisors can help you manage your finances at every stage of life and provide guidance to make your money work for you more efficiently. This ebook will cover the moments in life when your money is (or should be) in motion and how a team of advisors can provide guidance and recommendations that serve your best interests.